In this pensions deep dive, run by A4S, Mirko Cardinale, Head of Investment Strategy, USS Investment Management shared insights on using a narrative scenario approach within the top-down investment decision-making process. He talked through the implications of narrative scenarios for USS's thematic investment outlook and strategic asset allocation positioning.

Speakers:

Mirko Cardinale, Head of Investment Strategy, USS Investment Management and co-author of 'No Time To Lose', which sets out a new climate scenario approach.
Watching this presentation will enable viewers to understand:

Challenges to current scenario approaches
Adopting a narratives-based approach
Incorporating scenarios in the investment process (including thematic horizon scanning and portfolio quality assessment) and the strategic allocation process